Tech stocks today: OpenAI makes changes to military contract, Amazon data centers struck in Middle East warfare

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• Azure remains the exclusive cloud provider for stateless OpenAI APIs

  80% confidence

• Anthropic has until 5:01 PM ET on Friday to decide on Pentagon's terms

  80% confidence

• CoreWeave capital expenditures will increase from $15.4B in 2025 to at least $30B in 2026

  80% confidence

• Computing has fundamentally changed; in the age of AI, software runs on intelligence with tokens generated in real time

  80% confidence

• Federal government must immediately cease all use of Anthropic's technology

  80% confidence

• Anthropic cannot in good conscience agree to Pentagon's request for unrestricted AI model access

  80% confidence

• Latest iPad Airs are up to 30% faster than M3 iPad Air and 2.3x faster than M1 iPad Air

  80% confidence

• Microsoft-OpenAI partnership remains strong and central with no changes to IP, commercial, revenue-sharing, or AGI processes

  80% confidence

• OpenAI agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's

  80% confidence

• OpenAI is working with DoD to amend agreement to make principles very clear about not surveilling Americans

  80% confidence

• What we are witnessing is a tsunami-like shock in memory supply chain with ripple effects across consumer electronics industry

  80% confidence

• OpenAI was trying to deescalate standoff between Pentagon and Anthropic but timing made it appear opportunistic and sloppy

  80% confidence

• Department of War has no interest in using AI to conduct mass surveillance of Americans or develop autonomous weapons without human involvement

  80% confidence

• The global smartphone market, particularly Android manufacturers, faces a significant threat from memory shortage

  80% confidence

• OpenAI retains full discretion over safety stack, deploys via cloud, has cleared personnel in the loop, and has strong contractual protections

  80% confidence

• Pentagon's latest contract language made virtually no progress on preventing Claude's use for mass surveillance or autonomous weapons

  80% confidence

• If Anthropic doesn't help during phase-out, will use full power of presidency to make them comply with major civil and criminal consequences

  80% confidence